Market Insights
NCP’s Views From the Intersection of Wall Street & Walnut Street
For the latest financial industry news, advice, and updates, read the NCP team’s insights into the market.
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Between the Hype and the Reality
By: Bryson Hamilton, CFA If you have been following the AI conversation through mainstream media, you would be forgiven for thinking the technology is either…
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2026: Back to Basics
By: Eric Lohmeier, CFA After years of extreme volatility marked by the pandemic recovery, inflation and rate spikes, conflict-driven supply shocks, and AI mania, 2026 has…
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Transmission, Transition, and Transactions: The Energy Surge & What it Means for M&A
By: Eric Lohmeier, CFA and Ryan Goetzinger, CFA As the AI boom accelerates demand for energy, utility services have become one of the most resilient…